Very cautious lifting in guidance from break even to profitable...

Very cautious lifting in guidance from break even to profitable this financial year. No indication of the size of the turn around but an upgrade is an upgrade.

The fact that the mark-to-market valuations for the YTD are positive puts them in a way better position on the headline profit announcement for this year versus FY09. I think this was $160 M of the "loss" last year.

Pretty good steady as she goes update. February half yearly numbers should be strong y/y.